David Lorentzen

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

PRIMECAP Management Co. (PRIMECAP) is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1983 by Theofanis Kolokotrones and Mitchell Milias. PRIMECAP manages US-focused equity portfolios for a select group of employee benefit and 401K plans, endowment funds, foundations, Taft Hartley plans, sovereign funds, and mutual funds for the Vanguard Group and the PRIMECAP Odyssey Funds.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

The University of Chicago Endowment (UCE) manages the endowment of the University of Chicago, a private research university headquartered in Chicago, Illinois. They are responsible for overseeing the investment of the University's investment assets including the endowment, pensions, and other related assets. The University of Chicago’s endowment supports the fundamental mission of the institution—to produce a caliber of teaching and research that regularly leads to advances across the sciences, medicine, law, business, the arts, and humanistic inquiry. The endowment provides a permanent source of income to these endeavors by supplementing the operating budget of the University.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Fitness Cubed, Inc. designs and manufactures fitness equipment. Its products include Cubii Jr, Cubii Pro, Cubii Elite, Cubii Essentials, and Cubii Extras. The company was founded by Arnav Dalmia, Shivani Jain, and Ryota Sekine in 2014 and is headquartered in Chicago, IL.

Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Hyde Park Angels Inc. (HPA) is a venture capital firm founded in 2007 by Jeffrey R. Carter. The firm is headquartered in Chicago, Illinois.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

Flexport, Inc. engages in the provision of online customs brokerage and freight forwarding services. It offers ocean freight, air freight, trucking and delivery, government agency filing, cargo insurance, and warehousing and fulfillment. The company was founded by Ryan Roy Petersen and is headquartered in San Francisco, CA.

Northwestern Mutual Capital LLC (Northwestern Mutual Capital) is a private equity firm founded in 1980. The firm is headquartered in Milwaukee, Wisconsin.

81 Collection LLC (81 Collection) is a venture capital firm founded in 2021 by Vijen Patel. The firm is headquartered in Chicago, Illinois.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

7wire Ventures LLC (7wire ventures) is a venture capital firm founded in 2011 by Matthew A. Tullman and Glen E. Tullman. The firm is headquartered in Chicago, Illinois.

Jasper Health, Inc. is a digital health company that aims to transform the oncology landscape by providing high-quality navigation and supportive care to individuals affected by cancer. Jasper Health is based in Boise, ID and their team includes a clinical social worker and digital health experts along with industry-leading medical advisers. The company's end-to-end oncology platform provides psychosocial support while enabling connected care with the broader healthcare system. The company believes that powerful technology and passionate people can relieve some of the stress of organizing care, and they are on a mission to deliver cancer care concierge services to millions. The company was founded in 2018 by Kira Wampler, Dennis Yang, and Adam Pellegrini, with Adam Pellegrini serving as the CEO since then.

Ayogo Health, Inc. provides online networking services to healthcare. It develops games and applications for management of chronic health conditions and patient adherence. The firm offers Empower, a digital tool for healthcare systems that uses behavior change to help healthcare consumers with chronic conditions. The company was founded by Michael Fergusson and Paul Prescod in 2011 and is headquartered in Vancouver, Canada.

higi SH LLC provides retail health analysis kiosks. The company was founded by Michael Ferro, Khan Siddiqui and Lupe Fiasco in March 2012 and is headquartered in Chicago, IL.

Analysis Group, Inc. provides economic, financial, health care analytics, and business strategy consulting services to law firms. It offers antitrust and competition, class certification, commercial disputes, damages, energy and environment and communications, securities and financial products. The company was founded in 1981 and is headquartered in Menlo Park, CA.

AgBiTech Pty Ltd. offers pest management solutions and biological insecticide products. The firm’s services include ViVUS Max, Magnet, and Optimol. The company was founded by Patrick Buerger, Anthony Hawes and Jeffrey Bidstrup in 2002 and is headquartered in Toowoomba, Australia.

The Pritzker Group (Venture Capital) (Pritzker Group Venture Capital) is a venture capital division of The Pritzker Group founded in 1996 by Jay Robert Pritzker and Tony N. Pritzker. The firm is headquartered in Chicago, Illinois.

Accelr8 Management LLC (Accelr8) is a venture capital firm founded in 2020. The firm is headquartered in Boston, Massachusetts.

Paine Schwartz Partners LLC (Paine Schwartz Partners) is a private equity firm founded in 2006 by Dexter Paine, Kevin Michael Schwartz and Mitchell S. Presser. The firm is headquartered in San Mateo, California.